See peer percentile detail. $4.99 for your first month.
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See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SNOWDEN CAPITAL ADVISORS LLC2 years Filed as: SNOWDEN ACCOUNT SERVICES INC. Service code 22 | Insurance Broker | $33,542 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $32,838 |
QBI, LLC4+ years Service code 15 · EIN 26-2768667 | Recordkeeping | $12,930 |
RIVERA C2 years Filed as: RIVERA JAMJIAN & ASSOCIATES LLP Service code 10 · EIN 20-3729687 | Accounting | $10,000 |
SNOWDEN CAPITAL ADVISORS LLC2 years Filed as: SNOWDEN ACCOUNT SERVICES INC Service code 22 · EIN 46-3766777 | Insurance Broker | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,194 | $44,473-18.6% | $76,523-52.7% | $55,725-35.0% |
| Participation rate | 97.7% | 51.0%+46.7pp | 68.0%+29.7pp | 70.9%+26.8pp |
| Annual return | -4.72% | -2.01%-2.7pp | -0.27%-4.4pp | 244.93%-249.6pp |
| Employer contribution / active EE | $1,182 | $1,101+7.3% | $2,647-55.4% | $2,078-43.1% |
| Participant deferral / active EE | $2,059 | $1,988+3.6% | $3,835-46.3% | $3,356-38.6% |
| Admin fee / account holder | $178 | $134+32.6% | $4,848-96.3% | $115+54.4% |